I would agree if their increase in data was linear, but it is increasing by orders of magnitude, which should have qualitative consequences for what they're able to accomplish as they claw their way through 9s. I don't see how it's possible to get progressively more 9s without scaling in both data and compute.
The point of the higher scale isn't just more data, it also makes it easier to solve the unbalanced data problem, because rarer and rarer scenarios will appear in large enough numbers to work with.
The point of the higher scale isn't just more data, it also makes it easier to solve the unbalanced data problem, because rarer and rarer scenarios will appear in large enough numbers to work with.